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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,990 | $72,492-4.8% | $87,102-20.8% | $72,983-5.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.26% | 24.46%-16.2pp | 28.19%-19.9pp | 81.01%-72.7pp |
| Employer contribution / active EE | $3,889 | $1,894+105.3% | $2,521+54.2% | $2,440+59.4% |
| Participant deferral / active EE | $4,516 | $3,270+38.1% | $4,048+11.5% | $3,608+25.2% |
| Admin fee / account holder | $2,041 | $5,055-59.6% | $7,491-72.7% | $5,124-60.2% |